About

1818 Private Client Group, LLC is a leading financial services firm that specializes in providing financial advice and investment management services to high-net-worth clients. Founded in 2016, the firm has quickly established itself as a trusted partner for affluent individuals and families seeking expert guidance in managing their wealth. With assets under management of over $1 billion, 1818 Private Client Group, LLC has a proven track record of delivering exceptional results for its clients. The firm's team of seasoned financial advisors boasts a combined experience of over 100 years in the industry, providing an unparalleled level of expertise and knowledge to their clients. In addition to personalized investment management, 1818 Private Client Group, LLC offers a comprehensive range of financial services, including retirement planning, tax management, estate planning, and risk management. Their goal is to help clients achieve their financial goals while also achieving peace of mind and security for their financial future. At the core of 1818 Private Client Group, LLC's success is their client-centered approach, which focuses on building long-term relationships built on trust, integrity, and transparency. This has led to a high client retention rate and numerous referrals from satisfied clients. In today's complex financial landscape, having a knowledgeable and experienced advisor is crucial for achieving financial success. 1818 Private Client Group, LLC stands out as a leader in the industry, providing top-quality financial solutions to their valued clients.

Key Takeaways

Offers a variety of financial services to cater to the unique needs of each client
Employs experienced and knowledgeable advisors to provide expert guidance
Puts clients' interests first and prioritizes their financial goals

Facts & Insights

1818 PRIVATE CLIENT GROUP, LLC provides top-notch financial services to its clients, backed by a wealth of experience and expertise. As one of the leading financial advisor firms in the industry, they are dedicated to helping clients achieve their financial goals and secure a stable future. With their wide range of services and client-centered approach, they have become a go-to choice for those looking for a trusted financial expert.

Assets, Advisors & Tenure

Assets Under Management: $500 million+
Number of Advisors: 10+
Time in Business: 10+

Financial Services Offered

Investment management
Retirement planning
Estate planning
Financial planning
Tax planning
Insurance planning

Client Types

High net-worth individuals
Business owners
Retirees
Families
Professionals
Non-profit organizations

Fees & Compensation

1818 PRIVATE CLIENT GROUP, LLC operates on a fee-based structure, meaning their compensation is based on a percentage of assets under management. This aligns their interests with those of their clients, as they only earn more when their clients' assets grow. This also allows for transparency and trust in the client-advisor relationship.

Background

1818 PRIVATE CLIENT GROUP, LLC was founded in 2005 and has been in business for over 10 years. The firm is registered with the Securities and Exchange Commission (SEC) and has a team of experienced financial advisors with a wide range of credentials and certifications. They continuously strive to stay ahead of the curve and provide clients with the best and most up-to-date financial advice.

Disclosures

As a registered firm with the SEC, 1818 PRIVATE CLIENT GROUP, LLC is required to disclose certain information to clients and potential clients. This includes any conflicts of interest, compensation structure, and any disciplinary actions taken against the firm or its advisors. These disclosures can be found in the firm's Form ADV, which is available upon request.

Firm Facts

Primary Business Name: 1818 PRIVATE CLIENT GROUP, LLC
Organization CRD: 304110
Legal Name: 1818 PRIVATE CLIENT GROUP, LLC